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GSGSK

GSK plc

$GSK·$106B·Drug Manufacturers - General·Healthcare
$48.63+0.2%YTD-1.4%1Y+19.2%
Price updated 14h ago·X counts updated 2d ago
GSGSK
$GSKGSK plc
$48.63+0.19%62 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GSK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

62X posts · last 7 days
Aug 26Sep 8
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $GSK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 57% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-08

GSK expanded the Ph3 EMBOLD Prostate-302 trial (pushing ris-rez) and signed a HUTCHMED licensing agreement for a KRAS-EGFR-antibody conjugate cancer therapy — $110M upfront plus milestones up to $1.185B total.

Read what X is saying about $GSK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GSK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

GSK signed a $1.3B HUTCHMED KRAS-EGFR cancer deal Sep 3, mRNA flu data tracks Moderna's — steady pipeline execution with 13x PE.

Big-pharma quality name with active pipeline optionality. Sep 3: GSK licensed HUTCHMED's KRAS-EGFR antibody-drug conjugate for $110M upfront plus milestones up to $1.185B total — real M&A pipeline extension in oncology. HUTCHMED jumped 17% on the deal, which is the counterparty-validation signal.

  • Additional pipeline: mRNA flu vaccine Phase 3 data closely tracks Moderna's per Deutsche Bank (Sep 4) — competitive with the mRNA cohort. EMBOLD Prostate-302 trial expanded for ris-rez.
  • Fundamentals: 13.5x TTM PE, 2.4x sales, 13.8% ROIC, 6.4% FCF yield, 22.3% op margin, 72.7% gross margin, 8.15x EV/EBITDA, 1.07 D/E — reasonable multiples for pharma quality.
  • Q2 EPS $1.36 vs $1.27 est (+7% beat), Q1 revenue $7.63B (+1.5% YoY) — steady rather than accelerating on the top line, with EPS surprises the tell.
  • Structural: 42% of 52-week range, -7% vs 200D MA, -1.4% YTD, +19% t12m, 0.30 beta — defensive tape.
  • No insider events in file, no filings — quiet regulatory background.

Accelerating trajectory driven by pipeline M&A + product catalysts. The $1.3B HUTCHMED deal materializes M&A budget commitment; the mRNA flu positioning gives Moderna-cohort exposure without Moderna's binary risk. Oct 28 Q3 print is the fundamentals data point.

Agrees with X sentimentX sentiment (EMBOLD expansion + HUTCHMED licensing deal) matches mine — same read. The specific mRNA flu comparison to Moderna adds coherent optionality the crowd's Sep 8 sample corroborates.

What to watch: Oct 28 Q3 print — organic revenue growth, guidance updates; HUTCHMED asset integration and Phase progression; mRNA flu vaccine regulatory pathway; EMBOLD Prostate readouts; any 8-K on further pipeline M&A.

On the calendar: Q3 2026 earnings on 2026-10-28

Read the AI verdict on $GSK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

UK-based global pharma company developing vaccines and specialty medicines across infectious disease, HIV, respiratory, oncology, and immunology.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $GSK.

Drug Manufacturers - General · Healthcare

Large-cap pharma faces a patent-cliff gauntlet through 2028; GLP-1/obesity pipeline extensions and oncology ADC/bispecific platforms are the primary multi-billion reinvestment bets. AI-driven drug discovery is accelerating R&D productivity across the cohort.

What this means for $GSK

Partial — GSK; respiratory vaccines (RSV Arexvy) and Nucala/Zejula growing, but shingles/Zantac litigation weighs.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+20.8%YTD
+42.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
22.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
35.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.36$1.27+7.1%
Q1 2026Apr 29, 2026$1.24$1.16+6.9%
Q4 2025Feb 4, 2026$0.68$0.64+6.3%
Q3 2025Oct 29, 2025$1.48$1.26+17.5%
Next earningsWed, Oct 28·consensus EPS $1.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.6B+1.5%75.4%30.1%$0.86$698.0M
Q4 FY25$8.6B+6.2%69.2%17.5%$0.84$1.5B
Q3 FY25$8.5B+6.7%73.6%30.3%$1.00$2.6B
Q2 FY25$8.0B+1.3%72.9%25.3%$0.72$1.5B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$34.0B$33.9B – $34.2B$3.58$3.53 – $3.6812
FY27$35.7B$33.6B – $36.4B$3.83$3.70 – $3.9514
FY28$36.8B$34.8B – $39.9B$4.04$3.72 – $4.5218
FY29$38.3B$37.2B – $39.6B$4.26$4.10 – $4.4510
FY30$37.8B$36.7B – $39.1B$4.33$4.17 – $4.539

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.42%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 140 other (125 6-Ks · 4 SC TO-T/As · 3 SC TO-Cs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

GSK plc (GSK) Presents at Bernstein's 23rd Annual Pan-European Strategic Decisions Conference Transcriptseekingalpha.com·21h agoGSK's mRNA flu vaccine data closely tracks Moderna's, Deutsche Bank saysproactiveinvestors.co.uk·6d agoHUTCHMED Lands GSK Deal Worth Up to $1.3B for KRAS-EGFR Cancer Therapymarketbeat.com·7d agoPanmure and Cavendish reiterate buy on Hutchmed after GSK dealproactiveinvestors.co.uk·7d agoHUTCHMED shares jump 17% on US$1.3 billion GSK cancer drug dealproactiveinvestors.co.uk·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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